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ProShares Russell 2000 Dividend Growers ETF

129 hedge funds and large institutions have $347M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.08% less ownership

Funds ownership: 53.84%53.76% (-0.08%)

1% less funds holding

Funds holding: 130129 (-1)

1% less capital invested

Capital invested by funds: $352M → $347M (-$5.22M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
54
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$265K +$401 +6 +0.2%
LT
77
Legacy Trust
Michigan
$259K +$259K +3,880 New
AC
78
Anson Capital
Georgia
$256K +$17.8K +266 +7%
WB
79
WesBanco Bank
West Virginia
$255K
KAS
80
KPP Advisory Services
Kentucky
$252K +$6.75K +101 +3%
IFG
81
Independent Financial Group
California
$245K +$803 +12 +0.3%
WA
82
Waverly Advisors
Alabama
$244K +$67 +1 +0%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$240K +$134 +2 +0.1%
MAM
84
MWA Asset Management
Massachusetts
$239K -$32.8K -490 -12%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$230K +$134 +2 +0.1%
IWM
86
IHT Wealth Management
Illinois
$223K -$8.23K -123 -4%
CA
87
CWC Advisors
Oregon
$217K
MGIA
88
Moneta Group Investment Advisors
Missouri
$215K
Citigroup
89
Citigroup
New York
$210K -$7.76K -116 -4%
HR
90
Howe & Rusling
New York
$203K +$21.6K +323 +12%
MCM
91
MAI Capital Management
Ohio
$195K +$42K +628 +27%
CSC
92
Caldwell Sutter Capital
California
$175K -$1.67K -25 -0.9%
HIA
93
Harbor Investment Advisory
Maryland
$152K -$33.4K -500 -18%
HI
94
Harbour Investments
Wisconsin
$150K +$468 +7 +0.3%
GWSG
95
GPS Wealth Strategies Group
Colorado
$147K +$67 +1 +0%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$144K +$18.9K +282 +15%
AIM
97
Anchor Investment Management
South Carolina
$102K +$334 +5 +0.3%
JP Morgan Chase
98
JP Morgan Chase
New York
$88.6K -$93.4K -1,396 -51%
US Bancorp
99
US Bancorp
Minnesota
$66.6K
SPIA
100
Steward Partners Investment Advisory
New York
$52.6K

SMDV Hedge Fund Activity: Q3 2025 in Review

129 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q3 2025, worth a combined $347M — down 1.5% from $352M a quarter earlier.

Fund positioning in SMDV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 54 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $2.28M. The largest seller was Morgan Stanley, cutting an estimated $7.25M.

  • 129 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q3 2025, down from 130 in Q2 2025.
  • Funds reported $347M of ProShares Russell 2000 Dividend Growers ETF stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 8 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q3 2025 was UBS Group, an estimated $2.28M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q3 2025 was Morgan Stanley, an estimated $7.25M sold.

Based on aggregated 13F filings for Q3 2025.